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Chartered Tax Advisor Jobs (NOW HIRING)

Mercer Advisors

Wealth Advisor (Radnor, PA)

Radnor, PA · Hybrid

Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to ... Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial ...

Mercer Advisors

Wealth Advisor (Plano, TX)

Plano, TX · Hybrid

... tax, estate, insurance, and more, all managed by a single team. We deliver the kind of ... Certified Financial Planner (CFP) designation; additional certifications Chartered Financial ...

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Chartered Tax Advisor information

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$26.5K

$87K

$128.5K

How much do chartered tax advisor jobs pay per year?

As of Jun 10, 2026, the average yearly pay for chartered tax advisor in the United States is $87,022.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,000.00 and $101,000.00 per year, depending on experience, location, and employer.

What are some typical daily responsibilities of a Chartered Tax Advisor?

Chartered Tax Advisors regularly meet with clients to understand their financial situations, provide tailored tax advice, and develop effective tax planning strategies. Their day often involves researching complex tax legislation, preparing and reviewing tax returns, ensuring clients comply with all relevant laws, and communicating directly with tax authorities when needed. They also collaborate closely with accountants, auditors, and legal professionals to offer comprehensive service. This variety makes each day dynamic and provides continuous opportunities to build expertise in specialized areas of taxation.

What is a Chartered Tax Advisor job?

A Chartered Tax Advisor (CTA) is a qualified tax professional who provides expert advice on tax planning, compliance, and legislation. They work with individuals and businesses to ensure tax efficiency while following legal requirements. CTAs may specialize in areas like corporate tax, personal tax, or VAT. Their role often involves preparing tax returns, advising on tax-saving strategies, and representing clients in dealings with tax authorities.

What are the key skills and qualifications needed to thrive in the Chartered Tax Advisor position, and why are they important?

To thrive as a Chartered Tax Advisor, you need in-depth knowledge of taxation laws, analytical skills, and a recognized qualification such as the CTA (Chartered Tax Adviser) certification. Familiarity with tax preparation software and compliance systems is essential, as well as staying updated with the latest legislative changes. Strong communication, problem-solving, and client relationship skills set top performers apart in this field. These skills and qualifications are vital for providing accurate advice, maintaining compliance, and building trustful client relationships in the ever-evolving tax sector.

More about Chartered Tax Advisor jobs
What cities are hiring for Chartered Tax Advisor jobs? Cities with the most Chartered Tax Advisor job openings:
What are the most commonly searched types of Chartered Tax Advisor jobs? The most popular types of Chartered Tax Advisor jobs are:
What states have the most Chartered Tax Advisor jobs? States with the most job openings for Chartered Tax Advisor jobs include:
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Chartered Tax Advisor jobs near you
Infographic showing various Chartered Tax Advisor job openings in the United States as of June 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $87,022 per year, or $41.8 per hour.
Wealth Advisor (Scottsdale, AZ)

Wealth Advisor (Scottsdale, AZ)

Mercer Advisors

Scottsdale, AZ • Hybrid

Other

Posted 2 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Job Summary:

The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Key Responsibilities and Duties

  • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
  • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
  • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
  • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
  • Ensures adherence to compliance and regulatory policies as well as company standards of client care
  • Acts as a fiduciary, placing client interests and outcomes first

Required Knowledge, Skills and Abilities:

Education:

  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus

Experience:

  • 5-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)

Certifications/Licenses:

  • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
  • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)

Skills & Competencies:

  • Advanced knowledge of the industry, financial products, and financial planning concepts
  • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
  • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
  • Experience utilizing financial planning software
  • Expert at collaboration and willing to help others
  • Sales aptitude and experience is preferred
  • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
  • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
  • Comprehensive understanding of compliance requirements
  • Ability to travel up to 20% as required for client meetings, company training, etc.

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Hybrid schedule with a combination of remote and office work in a professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a workstation.  

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